CloseBot has great CRM integration capabilities, but sometimes flexibility and control can be a game changer. That is why CloseBot also offers a blank canvas Blank source. This doc will break down how to create a Blank source, how to send messages, and what to expect in return!
This Blank source, in addition to the webhook channel setup shown below, can be used standalone with our native chat channels (like our chat widget).
Creating a Blank Source
Start by navigating to your organization’s source page and press “Add New Source”:
Channels
Once you create a source, you can set up the channels. At this time there are two types of channels for your blank source.
Webhook → Integrate with other applications
Chat Widget → CloseBot's built in chat widget
Summary
Put it all together and you now have a fully functional and flexible tool to send messages to your amazing Agents in CloseBot without a CRM connection required. Or, you can use this to connect CloseBot with an external application!